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Marquette Asset Management’s Intapp INTA Stock Holding History

Marquette Asset Management’s Portfolio INTA Stock Details INTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.5K Sell
99
-105
-51% -$2.39K ﹤0.01% 555
2026
Q1 		$5.24K Buy
204
+139
+214% +$4.14K ﹤0.01% 354
2025
Q4 		$2.98K Buy
65
+36
+124% +$1.49K ﹤0.01% 414
2025
Q3 		$1.19K Buy
+29
New +$1.25K ﹤0.01% 684

Other funds holding INTA

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Marquette Asset Management's INTA Position: Q2 2026 in Review

Marquette Asset Management reduced its Intapp (INTA) stake by 51% in Q2 2026, selling an estimated $2.39K and leaving 99 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Marquette Asset Management first reported a position in INTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.24K in Q1 2026. 49 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Marquette Asset Management held 99 shares of Intapp worth $2.5K as of Q2 2026.
  • Marquette Asset Management sold 105 Intapp shares in Q2 2026, an estimated $2.39K.
  • Intapp made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #555 holding.
  • Marquette Asset Management first reported a position in Intapp in Q3 2025 and has held it in 4 quarters since.
  • Marquette Asset Management's Intapp position peaked at $5.24K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.